How to Invest in AI Jul 20, 2023|06:26 PM ET|IBD VIDEOSArtificial intelligence has exploded in the past year, with innovative leaps forward in generative AI (like ChatGPT) and big advances in machine learning. And the most exciting part for investors? We've just begun to scratch the sur...
Investors are beginning to recognize the potential of leading artificial intelligence (AI) companies but are unsure how to invest in the current environment after a meteoric rise in valuations of hardware suppliers and big tech companies such as the “Magnificent 7” companies (Tesla, Amazon, Alphab...
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So I think it is different this time in that we can deliver more humble but realistic and useful applications. If you had 100K to invest today with your home as the only other asset alongside – where would you invest it? There are very few free lunches available in inve...
foundry operations to focus on design and partnerships, similar to how AMD shed its fab operations. Another scenario is that Intel continues to invest, eventually regains process leadership and competes head-on. However, the probability of this outcome is extremely low (less than 5% in our view...
The commitment to direct investments toward AI is clear. The UAE has launched a $10 billion AI VC fund—more than eight times the total funding received to date by Mistral, for example. Saudi Arabia, meanwhile, plans to invest $40 billion in AI development, on top of a recently announced...
Meanwhile, a reminder to invest in “AI Appliers” – even more so today while the markets are panic selling If you’re new to the Digest, “AI Appliers” are the companies using AI to grow revenues, cut costs, and beef up bottom lines. Here’s a bit more color from our global ma...
In the investment account, I have a few companies that I invest in personally – Apple, Berkshire Hathaway, Mastercard, TSMC, etc – and a few managed funds that target niches I’m not too familiar with but know have huge growth potential. ...
The delays in supply have been so bad that the world’s biggest contract chipmaker, the Taiwan Semiconductor Manufacturing Co. better known as TSMC, has started telling its customers that it plans to invest US$100 billion over the three years to ramp up its capabilities in advanced semiconductor...
it's going to be, when it gets introduced to production in 2024, the most advanced technology manufactured in the United States. -- TSMC. 当它在2024年投入生产时,它将成为美国制造的最先进的技术。——台积电 we got an exclusive tour of the fab site in northern Phoenix to get the truth abou...